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Kingswood Wealth Advisors’s IonQ IONQ Stock Holding History

Kingswood Wealth Advisors’s Portfolio IONQ Stock Details IONQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$256K Buy
8,882
+273
+3% +$10.5K 0.01% 780
2025
Q4 		$386K Sell
8,609
-4,933
-36% -$276K 0.02% 604
2025
Q3 		$833K Buy
13,542
+4,440
+49% +$209K 0.05% 338
2025
Q2 		$391K Sell
9,102
-283
-3% -$9.48K 0.03% 489
2025
Q1 		$207K Buy
9,385
+4,485
+92% +$145K 0.02% 677
2024
Q4 		$205K Buy
+4,900
New +$123K 0.02% 727

Other funds holding IONQ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DE
Defiance ETFs New York $6.98B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kingswood Wealth Advisors's IONQ Position: Q1 2026 in Review

Kingswood Wealth Advisors increased its IonQ (IONQ) stake by 3.2% in Q1 2026, buying an estimated $10.5K and bringing the position to 8,882 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #780.

Kingswood Wealth Advisors first reported a position in IONQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $833K in Q3 2025. 629 funds tracked by Wall St. Rank hold IONQ as of Q1 2026.

  • Kingswood Wealth Advisors held 8,882 shares of IonQ worth $256K as of Q1 2026.
  • Kingswood Wealth Advisors bought 273 IonQ shares in Q1 2026, an estimated $10.5K.
  • IonQ made up 0.01% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #780 holding.
  • Kingswood Wealth Advisors first reported a position in IonQ in Q4 2024 and has held it in 6 quarters since.
  • Kingswood Wealth Advisors's IonQ position peaked at $833K in Q3 2025.
  • 629 funds tracked by Wall St. Rank held IonQ as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.